Westend Capital Management’s Microsoft MSFT Stock Holding History

Westend Capital Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Sell	588 -107	-15%	-$43.3K	0.05%	53
2026 Q1	$257K	Sell	695 -12	-2%	-$5.02K	0.08%	43
2025 Q4	$342K	Buy	707 +582	+466%	+$292K	0.1%	36
2025 Q3	$64.8K	Buy	125 +52	+71%	+$26.5K	0.02%	69
2025 Q2	$36.4K	Buy	73 +58	+387%	+$25.2K	0.01%	85
2025 Q1	$5.68K	Sell	15 -15,147	-100%	-$6.18M	﹤0.01%	141
2024 Q4	$6.39M	Sell	15,162 -12,421	-45%	-$5.29M	1.9%	23
2024 Q3	$11.9M	Buy	27,583 +490	+2%	+$209K	4.07%	7
2024 Q2	$12.4M	Sell	27,093 -68	-0.3%	-$28.7K	4.35%	8
2024 Q1	$11.4M	Buy	+27,161	New	+$11M	4.43%	5
2016 Q3	–	Sell	-4,500	Closed	-$230K	–	66
2016 Q2	$230K	Buy	4,500 +75	+2%	+$3.9K	0.33%	60
2016 Q1	$244K	Buy	+4,425	New	+$232K	0.33%	54

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westend Capital Management's MSFT Position: Q2 2026 in Review

Westend Capital Management reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $43.3K and leaving 588 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #53.

Westend Capital Management first reported a position in MSFT in Q1 2016 and has held it in 12 quarters since. The position peaked at $12.4M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Westend Capital Management held 588 shares of Microsoft worth $219K as of Q2 2026.
Westend Capital Management sold 107 Microsoft shares in Q2 2026, an estimated $43.3K.
Microsoft made up 0.05% of Westend Capital Management's portfolio in Q2 2026, its #53 holding.
Westend Capital Management first reported a position in Microsoft in Q1 2016 and has held it in 12 quarters since.
Westend Capital Management's Microsoft position peaked at $12.4M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.